Collaborative Care - Panels - How to edit the Patient's Care Team

Editing a Care Team after Enrollment

Once a patient is enrolled with a panel, you can see the panel and care team in the Patient Info card here:

The "Edit" button next to the panel will let you edit the whole care team:

The "Primary Care Provider" and "Care Manager" fields will only let you select providers who are serving that function on the selected panel. To change which providers are on which panel, see How to Create and Edit Panels. Selecting a different panel here will let you select from that panel's PCPs and care managers:

Once you hit save, the changes will be reflected on the Patient Info card: